| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA LIFE INSURANCE CO. | $51K | — | $51K | 2.22% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA HEALTH, INC. | $50K | $6K | $56K | 2.67% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | HEALTH ALLIANCE PLAN | $5K | — | $5K | 1.44% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AETNA LIFE INSURANCE CO. | $12K | $2K | $15K | 4.54% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | STANDARD INSURANCE COMPANY | $10K | — | $10K | 4.66% |
| HANTZ AGENCY LLC3 | 25200 AMERICAN DRIVE, SUITE 500 SOUTHFIELD, MI 48034 | STANDARD INSURANCE COMPANY | $94 | — | $94 | 0.04% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | THE STANDARD LIFE INSURANCE | $5K | — | $5K | 3.99% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | VISION SERVICE PLAN | $2K | — | $2K | 2.88% |
| JUDITH PETTIGREW3 | 378 LOCUST ST LAGUNA BEACH, CA 92651 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 8.31% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 5.47% |
| LIFESTYLE INSURANCE SVCS INC3 Filed as: LIFESTYLE INS SERVICES INC. | 30270 RANCHO VIEJO RD SUITE B SAN JUAN CAPISTRANO, CA 92675 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 5.16% |
| JONATHAN ALI HAJIMOMEN3 | 1501 EAST ORANGETHORPE AVE SUITE 180 FULLERTON, CA 92831 | AFLAC | $2K | — | $2K | 3.48% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $711 | — | $711 | 1.58% |
| JANELLE M ZAMORA3 | 421 WEST BROADWAY APT 4157 LONG BEACH, CA 90802 | AFLAC | $630 | — | $630 | 1.40% |
| JOSEPH L. AGAGON3 Filed as: JOSEPH L AGAGON | 421 WEST BROADWAY LONG BEACH, CA 90802 | AFLAC | $596 | — | $596 | 1.32% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $375 | — | $375 | 0.83% |
| STEVEN R. JOHNSON3 Filed as: STEVEN R JOHNSON | 3848 CARSON STREET SUITE 110 TORRANCE, CA 90503 | AFLAC | $337 | — | $337 | 0.75% |
| TONYA SKURZYNSKI3 | 2321 EAST 4TH STREET, C535 SANTA ANA, CA 92705 | AFLAC | $174 | — | $174 | 0.39% |
| JANET ZENTMIRE RIGSBY3 Filed as: JANET ZENRMIRE RIGSBY | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $138 | — | $138 | 0.31% |
| KEVIN J MARKEL3 | 1501 E ORANGETHORPE AVE STE 180 FULLERTON, CA 92831 | AFLAC | $132 | — | $132 | 0.29% |
| TERRANCE M LUCZAJ3 | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $114 | — | $114 | 0.25% |
| JEFFREY DOWD3 Filed as: JEFFREY W DOWD | 412 SERENITY CT TROY, MI 48098 | AFLAC | $110 | — | $110 | 0.24% |
| JULIE BRUINSMA3 Filed as: JULIE A BRUINSMA | 12021 WILLSHIRE BLVD #820 LOS ANGELES, CA 90025 | AFLAC | $93 | — | $93 | 0.21% |
| JOSEPH A BUZZELLO3 | 9018 BALBOA BLVD SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $91 | — | $91 | 0.20% |
| BRADLEY BAUGHMAN3 Filed as: BRADLEY R BAUGHMAN | 580 FORREST AVE STE 6B PLYMOUTH, MI 48170 | AFLAC | $51 | — | $51 | 0.11% |
| PHILIP D REIBMAN3 | 9823 BRANCHWATER AVENUE CHARLOTTE, NC 28277 | AFLAC | $49 | — | $49 | 0.11% |
| K GRAWLICH INC3 | 7509 NW TIFFANY SPRINGS PKWY 100 KANSAS CITY, MO 64153 | AFLAC | $36 | — | $36 | 0.08% |
| THOMAS W BOSTON3 Filed as: THOMAS A DANKO | 51110 SHADOW RIDGE DR MACOMB, MI 48042 | AFLAC | $35 | — | $35 | 0.08% |
| PAUL A SCOTT3 | 2851 W 120TH ST STE E-133 HAWTHORNE, CA 90250 | AFLAC | $27 | — | $27 | 0.06% |
| LUCY DIANE BAKER3 | 10402 QUIET BAY CT CHARLOTTE, NC 28278 | AFLAC | $26 | — | $26 | 0.06% |
| SPAZ AND GLAUB ENTERPRISES3 | 2150 ASSOCIATION DRIVE SUITE 150 OKEMOS, MI 48864 | AFLAC | $14 | — | $14 | 0.03% |
| J MICHAEL BUTLER3 | 1440 A OLD LENIOR ROAD STE A HICKORY, NC 28601 | AFLAC | $11 | — | $11 | 0.02% |
| BARRY MCPHERSON INC3 Filed as: BARRY MCPHEARSON INC | 1932 E DEERE AVE SUITE 240 SANTA ANA, CA 92705 | AFLAC | $10 | — | $10 | 0.02% |
| JEREMY FRYE & ASSOCIATES INC3 | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AFLAC | $5 | — | $5 | 0.01% |
| KACY A GRUENKEMEYER3 | 11116 AURORA AVENUE URBANDALE, IA 50322 | AFLAC | $5 | — | $5 | 0.01% |
| AG AND ASSOCIATES3 | 2150 ASSOCIATION DR SUITE 150 OKEMOS, MI 48864 | AFLAC | $2 | — | $2 | 0.00% |
| JONATHAN ALI HAJIMOMEN3 Filed as: JONATHAN HAJIMOMEN | 1501 ORANGETHORPE, SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 15.14% |
| SALLY COKER3 | 6511 E RENDINA ST LONG BEACH, CA 90815 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 12.74% |
| THOMAS W BOSTON3 Filed as: THOMAS A DANKO | 51110 SHADOW RIDGE DR MACOMB, MI 48042 | CONTINENTAL AMERICAN INSURANCE COMPANY | $901 | — | $901 | 4.59% |
| G SCOTT COOKE3 | 1501 E ORANGETHORPE AVE, SUITE 108 FULLERTON, CA 92831 | CONTINENTAL AMERICAN INSURANCE COMPANY | $559 | — | $559 | 2.84% |
| KENNETH B MCPHERSON3 | 3 ROSELEAF IRVINE, CA 92620 | CONTINENTAL AMERICAN INSURANCE COMPANY | $277 | — | $277 | 1.41% |
| ANTHONY BUDIMEROVICH3 | 625 EAST BIG BEAVER STE 103 TROY, MI 48083 | CONTINENTAL AMERICAN INSURANCE COMPANY | $274 | — | $274 | 1.39% |
| AUBREY M PETTY3 | PO BOX 162996 FORT WORTH, TX 76161 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.51% |
| OWEN JOHNSTON3 | 796 N HART STREET ORANGE, CA 92867 | CONTINENTAL AMERICAN INSURANCE COMPANY | $71 | — | $71 | 0.36% |
| DALE I DAVIS3 | 15 MACARTHUR PLACE, SUITE 1008 SANTA ANA, CA 92707 | CONTINENTAL AMERICAN INSURANCE COMPANY | $56 | — | $56 | 0.28% |
| KRISTY COLLINS3 | 753 CATALPA RD SAGINAW, TX 76131 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.20% |
| STEPHANIE L KESSELRING3 | 5415 MORNING VIEW TERRACE BRIGHTON, MI 48114 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22 | — | $22 | 0.11% |
| HEATHER A DOLLIVER3 | 212 W SILVER LK ROD FENTON, MI 48430 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.06% |
| JEFFREY C WERNER3 | 18096 TRUDY DR SPRING LAKE, MI 49456 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.06% |
| GARY C KLEIN3 | 3211 SAN SEBASTIAN DR CARROLLTON, TX 75006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| HARVEY EDDIE MCCREARY, JR3 | 273 BELLWOOD DR GARLAND, TX 75040 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| GOLD COAST INS.3 | 6511 E. REDINA ST. LONG BEACH, CA 90815 | MAGELLAN BEHAVIORAL HEALTH | $586 | — | $586 | 5.00% |
| DENNIS W MCVITTIE JR4 Filed as: DENNIS W. MCVITTIE JR | 41110 IVYWOOD LN PLYMOUTH, MI 48170 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $373 | — | $373 | 4.76% |
| BRANDEN R SAMANIEGO4 Filed as: BRANDEN R. SAMANIEGO | 31860 RUTH LANE HOMELAND, CA 92548 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $328 | — | $328 | 4.19% |
| JAMES R. GREER4 | 678 MILFORD RD ORANGE, CA 92866 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $236 | — | $236 | 3.01% |
| TODD C. OLSEN4 | 342 W. HARWOOD RD APT. B HURST, TX 76054 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $183 | — | $183 | 2.34% |
| LORI ABRAMSON4 | 1055 SHERBROOKE ST COMMERCE TOWNSHIP, MI 48382 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $62 | — | $62 | 0.79% |
| THERESA J. BERGEN-LENTINI4 | 1810 BURTON AVE BURLEY, ID 83318 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $13 | — | $13 | 0.17% |
| JANET ZENTMIRE RIGSBY3 | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $174 | — | $174 | 5.04% |
| K GRAWLICH INC3 | 7509 NW TIFFANY SPRINGS PKWY 100 KANSAS CITY, MO 64153 | AFLAC | $61 | — | $61 | 1.77% |
| SHIRLEY MISCEVICH3 | 9919 W 56TH TERR MERRIAM, KS 66203 | AFLAC | $28 | — | $28 | 0.81% |
| JEREMY FRYE & ASSOCIATES INC3 | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AFLAC | $9 | — | $9 | 0.26% |
| JONATHAN ALI HAJIMOMEN3 | 1501 EAST ORANGETHORPE AVE SUITE 180 FULLERTON, CA 92831 | AFLAC | $77 | — | $77 | 2.58% |
| CHRISTOPHER JAMES CORROW3 | 2796 ASHLEIGH LANE ALPHARETTA, GA 30004 | AFLAC | $47 | — | $47 | 1.57% |
| MICHAEL D AISSEN3 | 920 HOLCOMB BRIDGE RD SUITE 200 ROSWELL, GA 30076 | AFLAC | $27 | — | $27 | 0.90% |
| SAMANTHA LYNN WINNINGHAM3 | 3134 HUNT RD ACWORTH, GA 30102 | AFLAC | $19 | — | $19 | 0.64% |
| SALLY COKER3 | 6511 EAST RENDINA ST LONG BEACH, CA 90815 | AFLAC | $18 | — | $18 | 0.60% |
| SCOTT A SMITH3 | 5300 OAKBROOK PKWY BLDG 300 STE 350 NORCROSS, GA 30093 | AFLAC | $6 | — | $6 | 0.20% |
| JONATHAN ALI HAJIMOMEN3 | 1501 EAST ORANGETHORPE AVENUE SUITE 180 FULLERTON, CA 92831 | AFLAC | $86 | — | $86 | 5.33% |
| TONYA SKURZYNSKI3 | 2321 EAST 4TH STREET C535 SANTA ANA, CA 92705 | AFLAC | $65 | — | $65 | 4.02% |
| G SCOTT COOKE3 | 2832 NE 17TH AVE WILTON MANORS, FL 33334 | AFLAC | $28 | — | $28 | 1.73% |
| SALLY COKER3 | 6511 EAST RENDINA STREET LONG BEACH, CA 90815 | AFLAC | $15 | — | $15 | 0.93% |
| TERRANCE M LUCZAJ3 | 255 E RINCON STREET SUITE 110 CORONA, CA 92879 | AFLAC | $4 | — | $4 | 0.25% |
| DENNIS W MCVITTIE JR4 Filed as: DENNIS W. MCVITTIE JR. | 41110 IVYWOOD LN PLYMOUTH, MI 48170 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $54 | — | $54 | 5.79% |
| TODD C. OLSEN4 | 342 W. HARWOOD RD HURST, TX 76054 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $30 | — | $30 | 3.22% |
| SHARLA T. PATRICK4 | 4306 ANDREWS ST APT. B CHARLESTON, SC 29418 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $13 | — | $13 | 1.39% |
| CHARLES N. LLOYD4 | 9107 TANDOM DR FORT WASHINGTON, MD 20744 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $10 | — | $10 | 1.07% |
| LORI ABRAMSON4 | 1055 SHERBROOKE ST. COMMERCE TOWNSHIP, MI 48382 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $8 | — | $8 | 0.86% |
| BRANDON R SAMANIEGO4 Filed as: BRANDON R. SAMANIEGO | 31860 RUTH LANE HOMELAND, CA 92548 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $5 | — | $5 | 0.54% |
| HEATHER PINARD4 | 33526 MELTON ST WESTLAND, MI 48186 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $3 | — | $3 | 0.32% |
| STRATEGIC BENEFITS4 Filed as: STRATEGIC SERVICES INC. | 245 BARCLAY CIR SUITE 200 ROCHESTER HILLS, MI 48307 | PRE-PAID LEGAL SERVICES, INC. D/B/A LEGALSHIELD | $2 | — | $2 | 0.21% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 357 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 364 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA LIFE INSURANCE CO. | 346 | $4.8M |
| Dental | AETNA LIFE INSURANCE CO. | 800 | $322K |
| Vision | VISION SERVICE PLAN | 337 | $52K |
| Life insurance | THE STANDARD LIFE INSURANCE | 379 | $127K |
| Short-term disability | STANDARD INSURANCE COMPANY | 379 | $215K |
| Long-term disability | STANDARD INSURANCE COMPANY | 379 | $215K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 346 | $4.8M |
| Other(9 contracts, 5 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 376 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 800 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.